Colchester Investment Counsel LLC

Colchester Investment Counsel LLC provides discretionary investment management and standalone financial planning to individuals, families, small businesses, and charitable organizations. The firm manages approximately $128.8 million across roughly 58 client relationships and typically constructs portfolios using individual equities, investment‑grade fixed income, exchange‑traded funds, and no‑load or closed‑end mutual funds.

Colchester’s approach combines fundamental and technical analysis with an emphasis on asset allocation and long‑term holdings, seeking attractive long‑term returns while aiming to limit portfolio risk. The firm conducts ongoing monitoring with weekly reviews and periodic in‑depth client meetings, uses Schwab Institutional for custody and execution, and employs the Pontera platform to facilitate discretionary management of held‑away defined‑contribution accounts.

Noteworthy features include a small team with credentialed investment professionals (CFA and CFP designations) and the firm’s occasional use of borrowing techniques in separately managed accounts—for example, engaging in short sales that require borrowing securities to reduce equity exposure—a practice that is uncommon among similar supported firms. Colchester generally requires a $1 million minimum (waivable), provides quarterly reporting and client letters, and typically leaves proxy voting to clients unless expressly requested to vote.